Alpha Exchange GeoVolitics and Gold
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Mar 24, 2025 The podcast dives into the volatile landscape of the S&P 500 during the Covid crash, revealing how only volatility endured the liquidation chaos. It challenges the perception of gold as a hedge, highlighting its defensive nature and appeal to Central Banks. The discussion emphasizes gold's unique position as a trending asset that can rise alongside increased volatility, making it an interesting choice amid market turbulence. Personal anecdotes and reflections on modern education add a unique twist to the financial insights, enhancing listener engagement.
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Bloomberg's Humility
- Dean Kurnutt recounts bumping into Mayor Bloomberg at a Yankee game in 2009.
- Bloomberg humbly said, "No, you gentlemen, please go ahead. I work for you."
The Fourth "R"
- Bloomberg emphasizes the declining educational outcomes despite increased technology spending.
- He proposes a fourth "R" - Relationships - as essential for student success.
2020 Volatility
- Dean Kurnutt analyzes the extreme S&P 500 volatility in March 2020.
- Three days of extreme moves created a year's worth of volatility in under a week.